AdvizorPro
Solid Rock Wealth Management

Solid Rock Wealth Management. CRD 170264

Solid Rock Wealth Management logo

CRD: 170264

Solid Rock Wealth Management

$49.1M Total AUM
$49.1M Disc. AUM
-- 3Y CAGR
1 Employees
47 ADV. Clients
12 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company · TD Ameritrade
Clients
Retail and Institutional
Platforms
--
Established Date
04-03-2014
Office Locations
1

Office Locations

2020 Charlotte Street Bozeman MT

About Solid Rock Wealth Management

Solid Rock Wealth Management is an RIA delivering comprehensive wealth management—investment management plus retirement, tax/estate, and charitable planning—with a niche in planning around farm and ranch sales to manage taxes and create passive income. Led by advisor Chris Nolt (25+ years experience), the firm builds portfolios using vehicles such as ETFs and mutual funds and serves clients in Montana, Arizona, and other eligible jurisdictions.

Team overview

59 AVG AGE
$49.1M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
12.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

CHRISTOPHER JAMES NOLT

CHRISTOPHER JAMES NOLT

Chief Compliance Officer, Financial Advisor, General Partner, President

CRD
#2243649
Ownership
75% or more
Available
Available
Available

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $49,054,445 --
Non-Discretionary $0 --
Total $49,054,445 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Asset class Assets Assets %
Public Funds Available Available
Total Available Available

Continue browsing

View all advisor firms in Montana

Start a free trial and
prospect smarter